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Wells Fargo
WFC

Overview Fund Activity

1,974 hedge funds and large institutions have $104B invested in Wells Fargo in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 758 increasing their positions, 791 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,974
Holders Change
-80
Holders Change %
-3.89%
% of All Funds
31.59%
Holding in Top 10
70
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.09%
% of All Funds
1.12%
New
144
Increased
758
Reduced
791
Closed
179
Calls
$2.2B
Puts
$3.33B
Net Calls
-$1.13B
Net Calls Change
+$92.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$415M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$304M
3
Millennium Management
Millennium Management
New York
+$211M
4
BlackRock
BlackRock
New York
+$181M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$146M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.43B
2
Capital World Investors
Capital World Investors
California
-$946M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$389M
4
Barclays
Barclays
United Kingdom
-$311M
5
State Street
State Street
Massachusetts
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
151
Davenport & Co
Virginia
$53.2M -$5.84M -156,230 -10%
NRCM
152
North Reef Capital Management
California
$52.3M +$23.9M +639,177 +84%
Public Sector Pension Investment Board (PSP Investments)
153
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$51.8M +$193K +5,151 +0.4%
Royal London Asset Management
154
Royal London Asset Management
United Kingdom
$50.9M +$605K +16,191 +1%
Victory Capital Management
155
Victory Capital Management
Texas
$49.9M -$3.22M -86,078 -6%
PAM
156
Panagora Asset Management
Massachusetts
$49.8M +$144K +3,839 +0.3%
FWIA
157
Fort Washington Investment Advisors
Ohio
$49.6M +$476K +12,739 +1%
TD Asset Management
158
TD Asset Management
Ontario, Canada
$49.2M +$569K +15,234 +1%
Handelsbanken Fonder
159
Handelsbanken Fonder
Sweden
$48.9M +$1.61M +43,008 +3%
Lord, Abbett & Co
160
Lord, Abbett & Co
New Jersey
$48.8M -$627K -16,764 -1%
Rafferty Asset Management
161
Rafferty Asset Management
New York
$48M -$6.85M -183,165 -12%
AIA
162
Avalon Investment & Advisory
Texas
$46.8M -$1.18M -31,677 -2%
Hudson Bay Capital Management
163
Hudson Bay Capital Management
Connecticut
$46.7M +$43M +1,150,000 +1,150%
BCM
164
Basswood Capital Management
New York
$46.4M +$10.2M +271,848 +28%
IIM
165
INTECH Investment Management
Florida
$46.4M +$6.96M +186,206 +18%
Optiver Holding
166
Optiver Holding
Netherlands
$45.4M +$45.4M +1,213,285 New
DRZID
167
DePrince Race & Zollo Inc (DRZ)
Florida
$45.2M -$792K -21,198 -2%
EIP
168
Epoch Investment Partners
New York
$45.1M -$2.17M -58,062 -5%
GIA
169
Gateway Investment Advisers
Ohio
$44.7M -$2.57M -68,865 -5%
CCMG
170
Clark Capital Management Group
Pennsylvania
$44.6M -$8.84M -236,592 -17%
LP
171
LMR Partners
United Kingdom
$44.2M +$43.3M +1,159,300 +5,064%
GI
172
GAMCO Investors
Connecticut
$44M -$5.04M -134,890 -10%
PCM
173
Prana Capital Management
Connecticut
$43.9M +$30.4M +813,902 +226%
SBCM
174
Schwerin Boyle Capital Management
Massachusetts
$43.6M -$6.2M -165,866 -12%
MCI
175
McDonald Capital Investors
California
$43.4M -$676K -18,088 -2%
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